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Guest Experts

How to Negotiate Advisor Equity Compensation with Rod Burkert

with Rod Burkert

Taking equity instead of fees sounds like upside until you have to value it. Rod is a business valuation professional, and this session is a plain look at what the equity is actually worth, what it exposes you to, and what to negotiate for instead.

What this session covers

  • Is equity the best compensation — and when is it plainly not?
  • How a business gets valued, and the three approaches used to do it
  • Equity and liability: what comes attached to the shares
  • How the business valuation profession works — the laws, the licensing, and who you can trust
  • Alternatives worth considering, including performance-based compensation and shadow equity
  • Negotiating non-dilutive shares
  • Putting a risk multiple on the equity so you price it honestly
  • Get-out options, and building them in before you sign

Included with the Library

This session is one of 37 workshops in the Indie Strategist Library, along with the Advisor Operating System templates and the private community. One payment, yours for good.

Get Lifetime Access — US$499 One-time payment · 30-day guarantee

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